Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$451K Sell
2025
Q1
$450K Sell
2024
Q4
$420K Sell
2024
Q3
$797K Sell
2024
Q2
$1.14M Buy
2024
Q1
$1.06M Buy
2023
Q4
$885K Sell
2023
Q3
$765K Buy
2023
Q2
$641K Buy
2023
Q1
$560K Buy
2022
Q4
$539K Buy
2022
Q3
$504K Buy
2022
Q2
$473K Buy
2022
Q1
$435K Buy
2021
Q4
$352K Buy
2021
Q3
$345K Buy
2021
Q2
$283K Buy